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Wells Fargo
WFC

Overview Fund Activity

1,939 hedge funds and large institutions have $211B invested in Wells Fargo in 2016 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 596 increasing their positions, 981 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,939
Holders Change
+55
Holders Change %
+2.92%
% of All Funds
48.55%
Holding in Top 10
300
Holding in Top 10 Change
+102
Holding in Top 10 Change %
+51.52%
% of All Funds
7.51%
New
230
Increased
596
Reduced
981
Closed
137
Calls
$3.24B
Puts
$3.44B
Net Calls
-$198M
Net Calls Change
+$600M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.43B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.15B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.01B
4
State Street
State Street
Massachusetts
+$962M
5
Bank of America
Bank of America
North Carolina
+$810M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1B
2
MTB
Mizuho Trust & Banking
Japan
-$347M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$307M
4
SA
SQ Advisors
Florida
-$305M
5
Capital World Investors
Capital World Investors
California
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPAM
1701
Rhenman & Partners Asset Management
Sweden
$337K +$87.9K +1,596 +35%
LFR
1702
Lehman Financial Resources
Pennsylvania
$336K +$11K +200 +3%
CM
1703
Cornerstone Management
Georgia
$335K -$123K -2,236 -27%
AIA
1704
Affinity Investment Advisors
California
$334K -$34.4M -624,290 -99%
VC
1705
Vicus Capital
Pennsylvania
$334K -$551K -9,991 -62%
BWFM
1706
Bridgewater Wealth & Financial Management
Maryland
$330K -$30.2K -548 -8%
WWM
1707
Willingdon Wealth Management
North Carolina
$327K -$2.2M -39,934 -87%
CCFCSB
1708
Cape Cod Five Cents Savings Bank
Massachusetts
$325K -$1.02M -18,490 -76%
BL
1709
Balentine LLC
Georgia
$321K -$41K -743 -11%
FI
1710
FormulaFolio Investments
Michigan
$318K +$49K +889 +18%
RIA
1711
Regal Investment Advisors
Michigan
$317K +$317K +5,743 New
EFSCE
1712
Enterprise Financial Services Corp (EFSC)
Missouri
$315K +$27.6K +502 +10%
FAG
1713
Financial Advisory Group
Texas
$314K -$11.1K -202 -3%
AAS
1714
Annex Advisory Services
Wisconsin
$313K -$27.5K -498 -8%
SIG
1715
Sky Investment Group
Connecticut
$311K +$311K +5,635 New
CWM
1716
Cabot Wealth Management
Massachusetts
$310K +$496 +9 +0.2%
SIC
1717
Sigma Investment Counselors
Michigan
$310K +$3.36K +61 +1%
MCM
1718
MV Capital Management
Maryland
$309K -$17.5K -318 -5%
RCM
1719
Rockshelter Capital Management
Pennsylvania
$309K – – –
BST
1720
Bath Savings Trust
Maine
$308K -$52.9K -961 -15%
NP
1721
NorthRock Partners
Minnesota
$306K +$306K +5,555 New
PHS
1722
Pekin Hardy Strauss
Illinois
$305K -$68.1K -1,235 -18%
DHFB
1723
Dixon Hubard Feinour & Brown
Virginia
$303K -$128K -2,323 -30%
SC
1724
Saybrook Capital
North Carolina
$303K -$27.5K -500 -8%
SHJ
1725
Sharkey, Howes & Javer
Colorado
$303K -$25.2K -458 -8%
67 68
69
70 71